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Answering Services for Financial Advisors

Your financial advising business continues to grow — and so does the number of calls you receive per day. When your call volume is more than your team can handle, you need a trusted partner like AnswerHero™. With our answering services, you answer every call, every time.

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The Benefits of Answering Services for Financial Advisors

Financial advisors can enjoy plenty of benefits with a call answering service.

When your team handles all calls, you don’t get to decide which ones to take and which to pass on. Outsourcing your call answering gives you that freedom. Enjoy more flexible availability by working with our agents to determine which calls are most valuable for you to take. For example, our team can handle scheduling appointments with returning clients and transfer first-time callers to you. As a result, you can focus your time on selling your services and building relationships with new clients.

As a financial advisor, your responsibilities include meeting with clients, researching investment opportunities and managing compliance needs. Spending too much time on the phone may disrupt your focus and impact your overall productivity. Call answering services empower you with more time for serving clients and developing reliable financial strategies for them.

Lead generation is critical to any growing business, but your busy phone lines can stand in the way. If you’re too busy to answer and a lead is sent to voicemail, hearing this recording can make callers feel like they’ve reached a dead end. Instead of working with you, they’ll likely take their business elsewhere.

Call answering agents get to calls promptly to ensure your new clients start working with your business the moment they call. Whether your agents take a message or transfer a lead to your staff, you’re more likely to gain more clients and grow your business.

Your phones ring constantly throughout the day, and you may not have enough staff members to keep up with high call volumes. Our bilingual virtual receptionists act as an extension of your team and come with a manageable flat rate that benefits your business at an affordable rate.

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Why Choose AnswerHero™ For Your Call Answering Services?

AnswerHero™ offers several key advantages to financial advisors.

Bilingual Answering at No Extra Charge

AnswerHero™ agents are all bilingual to ensure everyone who calls your office feels heard and can speak the language they feel most comfortable with. Our agents can also act as translators if they transfer a call to a staff member. One of our professionals can stay on the line if needed and facilitate the conversation with you and your client.

Virtual Receptionist Services

Our virtual receptionists act as an extension of your team. Create a custom greeting for our agents to indicate to your callers that they’ve reached the right place. Virtual receptionists for financial advisors can be a great way to establish professionalism and connect with your clients.

24/7/365 Operation

Our call answering services for financial advisors support you during office hours to make your call volume more manageable, and they continue when your office has closed. AnswerHero™ agents operate 24/7/365 to ensure your company never misses a call. Whether a client calls after business hours, on a weekend or during a holiday, our agents will take a message and keep you in the loop when you return to your office.

Additionally, our agents answer your phones if the unexpected happens. Our disaster recovery solutions allow our agents to take calls when your office can’t and keep your clients informed about the status of your operations.

No Contracts or Service Fees

We know your call volume changes throughout the year, so we make our services as flexible as possible. With no contracts involved, you can partner with us as needed without being locked into an annual plan. Our pricing is also completely transparent — no service fees or unexpected costs. AnswerHero™ makes it possible to grow your business without overextending your budget.

A Range of Features to Support You

When you choose AnswerHero™, you benefit from the many features of our call answering services. These solutions are designed to offload many call responsibilities that take up your time, so you can focus on more important tasks. Features include:

  • Message taking when you’re out of the office or unavailable
  • Appointment setting for client meetings
  • Call transfers based on your preferences for flexible availability

Make our call answering services work for you by defining your goals and telling our agents how to best field your calls.

Pricing Plans to Meet Your Needs

Choose from many pricing plans with a set number of minutes per month. Each plan includes a monthly rate as well as pricing for adding minutes to your plan. Adding minute-by-minute is best if you exceed your limit by a small amount. If you find your plan isn’t enough for your call volume, you can upgrade at any time. 

Our plans feature bilingual answering and 24/7/365 operation. Not sure which plan is right for you? Our team can help you find the best option based on your needs.

Intuitive Web Portal

Our intuitive web portal is your hub for activities and summaries — giving you access to your callers and what they called about. You’ll also find any messages our agents took and a calendar with scheduled client meetings. Access our portal from any connected device, such as a laptop, tablet or mobile phone.

Fast Onboarding

When you need call answering services, you want to start immediately. We have a fast onboarding process to get you set up as soon as possible. We start with a 20-minute consultation to learn about your goals and requirements. From there, you develop instructions for our agents on how to take your calls. As a last step, we’ll forward your number to our professionals, and they’ll start taking your calls. 

 

Find a Plan That Suits Your Needs

Compare All Plans
price-tag
pro

$279

per month

250minutes

$1.35 add minutes
  • No Setup Fees
  • No Contracts
  • 100% Bilingual
  • 24/7/365 Answering
  • Advanced Features
business

$499

per month

500minutes

$1.25 add minutes
  • No Setup Fees
  • No Contracts
  • 100% Bilingual
  • 24/7/365 Answering
  • Advanced Features
Executive

$949

per month

1000minutes

$1.19 add minutes
  • No Setup Fees
  • No Contracts
  • 100% Bilingual
  • 24/7/365 Answering
  • Advanced Features
premier

$1,395

per month

1500minutes

$1.16 add minutes
  • No Setup Fees
  • No Contracts
  • 100% Bilingual
  • 24/7/365 Answering
  • Advanced Features
enterprise

$1,795

per month

2000minutes

$1.12 add minutes
  • No Setup Fees
  • No Contracts
  • 100% Bilingual
  • 24/7/365 Answering
  • Advanced Features
enterprise+

Custom

per month

2000+minutes

  • No Setup Fees
  • No Contracts
  • 100% Bilingual
  • 24/7/365 Answering
  • Advanced Features

Need a Larger Plan? Let’s Talk and find the right plan for you!
Economy

$39

per month

10minutes

$1.99 add minutes
  • No Setup Fees
  • No Contracts
  • 100% Bilingual
  • 24/7/365 Answering
  • Basic Features
starter

$79

per month

50minutes

$1.89 add minutes
  • No Setup Fees
  • No Contracts
  • 100% Bilingual
  • 24/7/365 Answering
  • Basic Features
popular

$149

per month

100minutes

$1.59 add minutes
  • No Setup Fees
  • No Contracts
  • 100% Bilingual
  • 24/7/365 Answering
  • Advanced Features

AnswerHero Provides Virtual Receptionist Services for Financial Advisors

Virtual receptionist services are a more brand-focused version of our call answering solution. When you choose the virtual receptionist route, you have more customization options to make our agents an extension of your business. Features like a custom greeting and more in-depth instruction for calls make our professionals recognizable voices for your law office.

Financial advisors often choose virtual receptionist services when they don’t have a formal receptionist at the office. This experience is a common one for smaller firms.

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virtual-receptionist

Testimonials From Our Clients

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Federico

Federico Vargas

Positive: Professionalism ,  Quality ,  Responsiveness ,  Value

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testimonial-2

Frandley Julien

Positive: Professionalism ,  Quality ,  Responsiveness ,  Value I used AnswerHero for a few months, and was extremely satisfied with the service. I part ways with them only because most of my clients are Creole Speakers. I strongly recommend it!!!

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Nick

Nick Desrochers

AnswerHero is a fantastic organization. All of my interactions with their staff have had very positive outcomes. They have taken outstanding care of my company’s needs while at the same time acting in a very polite, friendly and responsive tone. I would recommend them to anyone that is looking for a professional and effective company.

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Santiago

Santiago Olocco

Positive: Professionalism Very useful service for our incursion in the American market.

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testimonial-3

Daphne Latimore

I partnered with AnswerHero to provide quality customer interface as my Reception services. It has turned be one of my best business investments. A professional team provides great quality, immediate transfer of messages for a great value. I am very pleased with the responsiveness.

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Answer Hero

Jonadab Franco

Positive: Professionalism , Quality AnswerHero is staffed by heroes. They help my business succeed. I would definitely recommended as the best answering service. Thank you guys for all you do!!

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Marco

Marco E

AnswerHero’s has managed our overflow and afterhours calls for the past 2 years and exceeded expectations. We manager over 1,800 rental units and they handled calls 24/7. Their bilingual operators are professional and collect all the necessary information. Moreover, changes to our call answering flow are updated promptly and to our exact specifications. I researched many other companies and while others offered elaborate set-up and high-tech features, I went with AnswerHero’s because of their staff. The feedback I receive from my clients is always positive and a great reflection of my ability to serve their needs! AnswerHero is a great partner that I am happy to use in my business. Great Job Team!!

Read More
Stone

Stonecrest Team

AnswerHero’s has managed our overflow and afterhours calls for the past 2 years and exceeded expectations. We manager over 1,800 rental units and they handled calls 24/7. Their bilingual operators are professional and collect all the necessary information. Moreover, changes to our call answering flow are updated promptly and to our exact specifications. I researched many other companies and while others offered elaborate set-up and high-tech features, I went with AnswerHero’s because of their staff. The feedback I receive from my clients is always positive and a great reflection of my ability to serve their needs! AnswerHero is a great partner that I am happy to use in my business. Great Job Team!!

Read More
5 Tips How to Keep Employees Happy and Motivated

Discover How AnswerHero™ Can Elevate Your Financial Advising Business.

See the difference an answering service can make with AnswerHero™. Schedule a free consultation to get started today.

Book Now Pricing and Plans

 

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Contracts and No Hidden Fees

100%

Bilingual Agents

24/7

We Answer Your Calls All Year Around